Checklist: WordPress maintenance

Hello checklist! Bye, bye post-its!

A checklist for WordPress maintenance? Why?

I was so tired to count on my poor memory! Or having to count on bookmarks, articles, calendar reminders or a wall full of post-its!

Checklist

The checklist is an easier way to check and share the the items (and the tasks!) needed to keep my WordPress websites happy and healthy.

Creating tasks

Using the checklist as a starter, you can create recurrent tasks on your task manager (Asana, Jira, Basecamp, etc.) and do not worry to create it all manually.

Sneak peek

Daily

  • UPTIME
    • Check if the website is up and running and if it had any issues in the last 24 hours.
  • BACKUP
    • Check if the website backup was executed correctly.
  • SECURITY UPDATES
    • Check if any security updates were released and if so, install them.
  • SECURITY REPORT
    • Consult the security log and check if the website had any major issues in the last 24 hours.

Weekly

  • GENERAL UPDATES
    • Check if any regular plugin or theme updates are available and execute them.
  • REVIEW GSC
    • Review the last week of data from Google Search Console and check any error or problem mentioned.
  • HEALTH CHECK
    • Run a health check on the website and take action, if needed.

MONTHLY

  • VISUAL INSPECTION
    • Access the website and look for problems, test different devices and browsers.
  • VERIFY BACKUP
    • Make a full backup recovery in a testing environment and check if the backup works as it should.
  • BROKEN LINKS/ 404 ERRORS
    • Use GSC or a similar tools to verify broken links and 404 errors and report to the designated person or fix them.
  • REVIEW LICENSES
    • Review all required licenses and check they have any issues.
  • CLEAN UP MEDIA LIBRARY
    • Remove unused media, check the image optimization numbers and if needed, run a bulk optimization.
  • SPEED AUDIT
    • Run speed tests on your home and most visited pages.
    • Verify and list problems and possible improvements.
  • CHECK USER LIST
    • Check and remove inactive users. Minimize the number of administrators on the website.

Quarterly

  • PASSWORD CHANGE AND EMAIL CHECK
    • Enforce the change of new passwords for all users, including all users with admin roles. Verify the email(s) to be used in case of an outage occurs.
  • DECLUTTER
    • Remove all unused, outdated and abandoned plugins and themes. The same for the uploads and media section.
  • TEST ALL FORMS
    • Validate all forms in the website, verify their recipient information and test their operation.
  • OPTIMIZE DATABASE
    • Run a health check and an optimization database tool to declutter and improve database performance.
  • WEBSITE SETTINGS
    • Check the website settings, like visibility rules, timezone, URL format and identity information to make sure everything is as should be.

Download

Open the WordPress maintenance checklist in PDF here.

Like it? Please share, send suggestions, or make a fork, improve and send me the link, then I’ll link to your article. 😉

WordCamp US 2016

wcus2016

I’m super excited to be attending my first WordCamp US in a couple of weeks. Besides all the cool stuff to watch and people to meet, they accepted me as a volunteer! So I’ll be working and helping the organization for a few hours everyday. I bought my tickets about 3 months ago and will have time to be participate in all the volunteer training and sessions. Yay!

The good part is that the conference will be live streaming! So if you can’t make to Philly, watch it on the web, from your couch. 🙂

I hope there are many Wapuus in there!

I’ll send updates and take pictures, and of course, try some Philly food! \o/